Creative Planning
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Creative Planning’s Watsco Inc WSO Stock Holding History

Creative Planning’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.45M Buy
14,994
+6,190
+70% +$2.4M ﹤0.01% 1132
2025
Q4 		$2.97M Buy
8,804
+2,363
+37% +$844K ﹤0.01% 1386
2025
Q3 		$2.6M Buy
6,441
+440
+7% +$188K ﹤0.01% 1335
2025
Q2 		$2.65M Sell
6,001
-906
-13% -$420K ﹤0.01% 1114
2025
Q1 		$3.51M Buy
6,907
+1,297
+23% +$639K ﹤0.01% 856
2024
Q4 		$2.66M Buy
5,610
+398
+8% +$202K ﹤0.01% 967
2024
Q3 		$2.56M Buy
5,212
+371
+8% +$178K ﹤0.01% 937
2024
Q2 		$2.24M Buy
4,841
+409
+9% +$187K ﹤0.01% 938
2024
Q1 		$1.91M Buy
4,432
+489
+12% +$196K ﹤0.01% 979
2023
Q4 		$1.69M Buy
3,943
+245
+7% +$94.9K ﹤0.01% 980
2023
Q3 		$1.4M Buy
3,698
+372
+11% +$134K ﹤0.01% 1010
2023
Q2 		$1.27M Buy
3,326
+81
+2% +$27.5K ﹤0.01% 1006
2023
Q1 		$1.03M Buy
3,245
+89
+3% +$26.1K ﹤0.01% 1063
2022
Q4 		$787K Sell
3,156
-411
-12% -$108K ﹤0.01% 1157
2022
Q3 		$918K Buy
3,567
+381
+12% +$103K ﹤0.01% 1000
2022
Q2 		$761K Buy
3,186
+206
+7% +$54.2K ﹤0.01% 1087
2022
Q1 		$908K Buy
2,980
+580
+24% +$165K ﹤0.01% 1034
2021
Q4 		$751K Buy
2,400
+77
+3% +$22.8K ﹤0.01% 1090
2021
Q3 		$615K Buy
2,323
+189
+9% +$53K ﹤0.01% 1187
2021
Q2 		$612K Sell
2,134
-38
-2% -$10.9K ﹤0.01% 1170
2021
Q1 		$566K Buy
2,172
+446
+26% +$110K ﹤0.01% 1356
2020
Q4 		$391K Buy
1,726
+188
+12% +$43.2K ﹤0.01% 1458
2020
Q3 		$358K Buy
1,538
+93
+6% +$20.9K ﹤0.01% 1315
2020
Q2 		$257K Buy
1,445
+109
+8% +$18K ﹤0.01% 1400
2020
Q1 		$211K Sell
1,336
-155
-10% -$26.2K ﹤0.01% 1369
2019
Q4 		$269K Buy
1,491
+245
+20% +$43.1K ﹤0.01% 1466
2019
Q3 		$211K Sell
1,246
-286
-19% -$46.4K ﹤0.01% 1580
2019
Q2 		$251K Buy
1,532
+93
+6% +$14.6K ﹤0.01% 1478
2019
Q1 		$206K Buy
+1,439
New +$206K ﹤0.01% 1571
2018
Q4 		– Sell
-1,191
Closed -$212K – 2127
2018
Q3 		$212K Buy
1,191
+31
+3% +$5.48K ﹤0.01% 1639
2018
Q2 		$207K Buy
1,160
+6
+0.5% +$1.09K ﹤0.01% 1629
2018
Q1 		$209K Buy
+1,154
New +$200K ﹤0.01% 1583
2017
Q3 		– Sell
-1,039
Closed -$160K – 3729
2017
Q2 		$160K Buy
1,039
+60
+6% +$8.57K ﹤0.01% 1655
2017
Q1 		$140K Buy
979
+14
+1% +$2.1K ﹤0.01% 1738
2016
Q4 		$143K Buy
965
+16
+2% +$2.32K ﹤0.01% 1619
2016
Q3 		$134K Sell
949
-17
-2% -$2.44K ﹤0.01% 1646
2016
Q2 		$136K Buy
966
+17
+2% +$2.28K ﹤0.01% 1474
2016
Q1 		$128K Buy
949
+849
+849% +$103K ﹤0.01% 1481
2015
Q4 		$12K Hold
100
– – ﹤0.01% 3199
2015
Q3 		$12K Buy
+100
New +$12.5K ﹤0.01% 3094
2015
Q2 		– Sell
-100
Closed -$13K – 3037
2015
Q1 		$13K Hold
100
– – ﹤0.01% 3040
2014
Q4 		$11K Buy
100
+86
+614% +$8.54K ﹤0.01% 3075
2014
Q3 		$1K Hold
14
– – ﹤0.01% 3874
2014
Q2 		$1K Buy
+14
New +$1.42K ﹤0.01% 3673

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Creative Planning's WSO Position: Q1 2026 in Review

Creative Planning increased its Watsco Inc (WSO) stake by 70% in Q1 2026, buying an estimated $2.4M and bringing the position to 14,994 shares worth $5.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Creative Planning first reported a position in WSO in Q2 2014 and has held it in 44 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Creative Planning held 14,994 shares of Watsco Inc worth $5.45M as of Q1 2026.
  • Creative Planning bought 6,190 Watsco Inc shares in Q1 2026, an estimated $2.4M.
  • Watsco Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1132 holding.
  • Creative Planning first reported a position in Watsco Inc in Q2 2014 and has held it in 44 quarters since.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.